Xcel Energy Inc. ( XEL ) Q3 2025 Earnings Call October 30, 2025 10:00 AM EDT Company Participants Roopesh Aggarwal - VP of Finance & Head of Investor Relations Robert Frenzel - President, CEO & Chairman Brian Van Abel - Executive VP & CFO Conference Call Participants Nicholas Campanella - Barclays Bank PLC, Research Division Steven Fleishman - Wolfe Research, LLC Julien Dumoulin-Smith - Jefferies LLC, Research Division Carly Davenport - Goldman Sachs Group, Inc., Research Division Jeremy Tonet - JPMorgan Chase & Co, Research Division Anthony Crowdell - Mizuho Securities USA LLC, Research Division Sophie Karp - KeyBanc Capital Markets Inc., Research Division Stephen D'Ambrisi - RBC Capital Markets, Research Division Travis Miller - Morningstar Inc., Research Division Alexis Kania - BTIG, LLC, Research Division Presentation Operator Hello, and welcome to Xcel Energy Third Quarter 2025 Earnings Conference Call. My name is George, and I'll be your coordinator for today's event.
XEL's third-quarter earnings miss estimates despite higher segment revenues, as costs and interest expenses weigh on results.
The headline numbers for Xcel (XEL) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Get a deeper insight into the potential performance of Xcel (XEL) for the quarter ended September 2025 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.
Xcel (XEL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Xcel Energy Inc. has issued 6.25% Junior Subordinated Notes due 2085 under ticker XELLL, offering quarterly distributions and a BBB-/Baa2 rating. Xcel Energy maintains strong fundamentals, a stable credit outlook, and robust dividend coverage, supporting the safety of its debt obligations. XELLL is fairly valued relative to XEL's OTC bonds and sector peers, but lacks compelling upside or unique advantages versus alternatives like ELC.
XEL boosts reliability and clean power with $45B investments, rising demand, and data center growth driving momentum.
XEL tops second-quarter earnings forecasts with strong infrastructure recovery, but revenues fall short despite customer gains.
The headline numbers for Xcel (XEL) give insight into how the company performed in the quarter ended June 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Xcel Energy (XEL) came out with quarterly earnings of $0.75 per share, beating the Zacks Consensus Estimate of $0.63 per share. This compares to earnings of $0.54 per share a year ago.
XEL's Q2 results may benefit from new customer growth and data center demand, but rising costs could limit gains.
Xcel (XEL) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.